Let’s Build a Smarter Strategy. For Your Business, Your People, or Your Future. Book Your Free Consult Today!
Whether you’re a business leader designing employee benefits or a professional protecting what matters most, CorpStrat helps you simplify complexity, make smart decisions, and move forward with confidence.
What You Can Expect in Your Consult:
This isn’t a sales call. It’s a strategic conversation.
In 30-45 minutes, we’ll help you:
- Identify gaps and opportunities in your current benefits strategy
- Get clarity on what’s working, what’s not, and what to do next
- Understand how our process delivers better results with less stress
You’ll leave with actionable insights even if we don’t end up working together.
Who This Is For:
This consult is designed for:
Business owners, CFOs,
HR leaders managing
5–250 employees
Professionals and families
looking for insurance clarity
and long-term protection
Advisors or decision-makers
ready to partner with
trusted experts
If you’re dealing with complexity, confusion, or high-stakes coverage decisions, we’re here to help.
What Makes CorpStrat Different?
Real People. No Call Centers.
You’ll speak directly with credentialed, experienced advisors who listen, explain, and guide.
For Businesses and Individuals.
Whether you're managing a workforce or securing your family's future, we have solutions tailored to your needs.
Hi-Tech, Hi-Touch Solutions.
From benefits administration to insurance planning, we blend technology with thoughtful service.
National Strength, Local Service.
As a UBA Partner, we bring top-tier resources and insights without losing the personal connection.
What Our Clients Are Saying
Real Results. Real People. Real Trust.
CorpStrat has always been the best when it comes to customer experience. We switched several years ago, and it was one of the best business decisions we ever made. Highly referrable.
Scott C.
Marketing/ Consulting
Our firm has worked with CorpStrat for over 20 years. As a business manager, insurance and benefits are a big part of our advisory. We’ve always received excellent guidance from CorpStrat. They simplify the process and lessen the headaches in trying to find the best insurance programs for our clients and company.
Crista W.
Business Management
CorpStrat are the quintessential and consummate professionals. THE subject matter expert on all things related to employee benefits. Team is highly knowledgeable and great to work with. I highly recommend CorpStrat for your employer and personal and business insurance needs.
Sean E.
Industry – Collections
Our law firm has worked with CorpStrat for many, many years. We are always pleased to learn how much value we receive from the agency’s efforts on our behalf. Because of CorpStrat that we're offering an amazing excellent benefits package to our employees and continually manage the expense – no small task.
Stephanie S.
Industry – Law
I've been working closely with CorpStrat for nearly 10+ years and have nothing but remarkable things to say about them and their organization. The attention to detail, core values and professionalism in the insurance workspace is unmatched.
Brenden B.
Wholesale Distribution
CorpStrat has been incredible. With my company of 100+ staff. For over 20 years, the team has helped us sort the journey of Insurance and claims and best outcomes. They never failed us. And sometimes, it’s been solving serious things. Always is honest and cares. This is as good as one can get with a vendor/partner whom you depend on when times get rough.
Lee K.
Industry Advertising
The team at CorpStrat handle the entire benefits package for our 30-lawyer firm. They work seamlessly with my HR department and, in fact, are constantly looking for lower cost alternatives and additional benefits we could offer to make us a more attractive place to work. CorpStrat team help us to make this firm a great place to work.
David G.
Industry – Law
Working with Marty Levy at CorpStrat has been a fantastic experience. He took the time to understand my needs and provided clear, personalized advice on life insurance planning. Their expertise made the process simple and stress-free, giving me confidence in my decisions for the future.
As a busy single parent, I truly appreciate people who do what they say they will and respect my time. CorpStrat was on point—fast, communicative, and solution-focused. They were always available to answer my questions and ensured I had the best options tailored to my situation.
I highly recommend Marty to anyone looking for expert guidance and exceptional service!
Jeff S.
Mortgage Banker @ Full House Capital, Inc. | NMLS, CA DRE
Marty and the team are incredible.
With my company of 100 staff
And later and now for me and my family.
For over 20 years, his team has helped me and my family sort the journey of insurance and claims and best outcomes. They never fails. And sometimes, it’s been solving serious things. They are the best.
Always is honest and cares. This is as good as one can get with a partner whom you depend on if times get rough. Highly recommend it if you value brains. Relationships. And a whiz in a business that is extremely complex.
Lee K.
Co-founder Creativelytics llc Brand & Creative Specialist in START-UPS and strategic growth navigator. Creative director, screenwriter
We have worked with CorpStrat for years, and have recommended them to many of our friends & colleagues. They assisted us with navigating the complicated world of insurance with aplomb. There is no one better!
Jasmine M.
Strategic Communications Leader
We have been fortunate enough to work with CorpStrat for many years now. They knows everything there is to know in the complicated world of insurance and is honest, creative, and very knowledgeable. I have recommended CorpStrat to several of our friends and colleagues. I can not recommend CorpStrat highly enough!
Mike R.
Management and Marketing Consultant, Entertainment Industry
CorpStrat's expertise is unmatched -- knowledgeable, trustworthy, and always looking out for your best interests. They are the real deal. I am happy to endorse CorpStrat without reservation.
Jeffrey U.
President and CEO at EMINUTES
Super responsive, helpful, and knowledgable. Highly recommend!
Nicholas T.
Board Certified in Clinical Neuropsychology
CorpStrat is simply and best at what they do and an amazing advocate for their clients and their team!
John M.
President at JKMurphy Advisors
Marty and his team at CorpStrat handle the entire benefits package for my 30 lawyer Firm. They work seamlessly with my HR department and, in fact, are constantly looking for lower cost alternatives and additional benefits we could offer to make us a more attractive place to work. Marty and his team help me to make this Firm a great place to work.
David G.
L.A. Family Law Attorney / PhD in Clinical Psychology
Marty and Scott are both awesome at adding value to companies regarding strategy, insurance issues, and business focus. And genuinely great guys.
Gary S.
Founder & Chief Executive Officer, Saenger Associates
CorpStrat is an absolute authority in their field and is not only a pleasure to work with, but they incredibly effective and gets results that other insurance professionals do not. The team is top-drawer and so responsive. I cannot say enough great things about CorpStrat.
Lisa S.
Managing Partner at Spiwak & Iezza, LLP. collecting bad debt for the credit and collection industry for over 35 years.
CorpStrat is a quintessential and consummate professional. They are the subject matter expert on all things related to employer benefits. He is highly knowledgeable and great to work with. His knowledge of life insurance products, buy-sell agreements, LTC, and disability benefits has proven invaluable to me over the years. I highly recommend CorpStrat for all your employer and life insurance needs.
Sean E.
Senior VP of RCM | Dynamic Leader Focused on Financial Performance & Operational Efficiency
I have had the great experience of working with CorpStrat! They treats his clients with integrity and care. Their knowledge of Employee Benefits, Disability and Life Insurance is unsurpassed.
Vikki S.
Senior VP, POMS & Assoc. Commercial Insurance. Workers' Comp for Manufacturers & Distributors; Property Owner Coverage
Marty and his team are top-notch professionals and leaders in their industry. My firm will continue to use their services, and I will continue to refer them to others.
David G.
Co-Founding Partner at GP Law Group, Inc.
I have witnessed first-hand how helpful they are in ensuring that business owners properly protect and retain their most important asset, their people.
Zach Z.
Managing Director, Senior Wealth Advisor at Truist Wealth
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